The Winter Fund Portfolio review 2021

6 min Read Published: 05 Nov 2021

Last year I updated a piece of research titled 'The Winter Fund Portfolio – exploiting a seasonal trend'. The research was inspired by a recognised phenomenon in investment markets whereby, according to the Stock Market Almanac, the 1st November marks "the start of the strong six-month period of the year for stocks".

There are a whole host of theories as to why this seasonal trend may exist. My research piece produced two Winter fund portfolios which had successfully exploited this seasonal trend over the previous 10 years. I named these the:

  • Consistent Winter Fund Portfolio
  • Aggressive Winter Fund Portfolio

The methodology of how I built these portfolios can be found in the original research piece. To remind you, below are the constituent funds for each portfolio:

Consistent Winter Fund Portfolio
  • BlackRock - UK Smaller Companies
  • BMO - UK Mid-Cap
  • Fidelity - UK Smaller Companies
  • Invesco - UK Smaller Companies Equity (UK)
  • Liontrust - Special Situations
Aggressive Winter Fund Portfolio
  • Fidelity - UK Smaller Companies
  • Franklin - UK Mid Cap
  • MI - The MI Discretionary Unit
  • Slater - Growth
  • Unicorn - UK Smaller Companies
Winter Fund Portfolios during 2019 to 2020

It is worth going back and reading last year's review of the Winter Fund Portfolios to familiarise yourself with where we were this time last year, heading into the winter.

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